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Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
1001
First Citizens Bank & Trust
North Carolina
$316K +$85.9K +284 +36%
AFCM
1002
Applied Finance Capital Management
Puerto Rico
$316K -$363K -1,199 -53%
CCA
1003
Childress Capital Advisors
Texas
$315K +$53.3K +176 +20%
TCWA
1004
Turtle Creek Wealth Advisors
Texas
$313K +$19.1K +63 +6%
IWAO
1005
Independence Wealth Advisors (Ohio)
Ohio
$311K +$318K +1,052 New
GFA
1006
Godfrey Financial Associates
New York
$309K +$316K +1,045 New
BF
1007
Brucke Financial
Indiana
$308K -$7.87K -26 -2%
CFP
1008
Catalyst Financial Partners
Massachusetts
$308K +$5.14K +17 +2%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$306K -$8.77K -29 -3%
FFA
1010
Founders Financial Alliance
North Carolina
$303K -$2.42K -8 -0.8%
SS
1011
Sunbelt Securities
Texas
$303K -$1.51K -5 -0.5%
FIB
1012
First Interstate Bank
Montana
$300K -$3.03K -10 -1%
CWP
1013
Curated Wealth Partners
California
$297K – – –
EI
1014
Ellevest Inc
New York
$296K +$16.9K +56 +6%
BHC
1015
Bowen Hanes & Co
Florida
$296K – – –
VVP
1016
Venture Visionary Partners
Ohio
$296K +$6.05K +20 +2%
CNBOF
1017
City National Bank of Florida
Florida
$296K +$24.8K +82 +9%
PPWM
1018
Paragon Private Wealth Management
Kentucky
$295K -$7.26K -24 -2%
BIA
1019
Bigelow Investment Advisors
Maine
$294K -$81.1K -268 -21%
AWM
1020
Atticus Wealth Management
Florida
$292K +$30.3K +100 +11%
JIC
1021
Johnson Investment Counsel
Ohio
$291K – – –
1WA
1022
180 Wealth Advisors
Washington
$290K -$85.6K -283 -22%
AOWM
1023
Alpha Omega Wealth Management
Virginia
$290K +$1.21K +4 +0.4%
VCM
1024
Virtue Capital Management
Tennessee
$290K -$11.1M -36,527 -97%
CH
1025
Canton Hathaway
Rhode Island
$289K +$59K +195 +25%